1. Field Leadership Engagement and Coaching

• Conducted on

  Date

• Prepared by

• Service Line

  Select
• Location
  Address

• Work Group involved

• What do you want to do<br><br>TTT - Take Time Talk<br>PTO - Planned Task Observation<br>QSI - Quality Safety Interaction<br>PPPA - Process Playbook Practical Assessment

  PTO

  TTT

  QSI

  PPPA

• Activity name / description

Introduction / Preparation

• Observe worker behaviour during an activity.

• When safe, stop the job and Take Time to Talk to the workers. Introduce yourself and

• Ask a worker to describe the task

• Commend positive behaviour.

• Discuss at risk behaviour.

• Improvement opportunities identified to make work safer?

  Select Yes No N/A

  • Yes
  • No
  • N/A

• Summary of Improvement

Close-out

• Other notes / discussion

• Photo option

  Media

• Encourage collaboration and emphasize it is safe to speak up

• Get commitment to work safely

• Thank workers for participating

• Activity name

• Document(s) reviewed (SWIMS, JSA etc)

Introduction / Preparation

• Identify activity to observe and review JSA / SWP / SWMS

• Inform workers you will be conducting a PTO

• Observe work activity from a position of safety and compare to documented requirements

• Confirm participant understanding of task requirements

• Confirm participant understanding of hazards / risks of task

• If at risk behaviours are observed stop the job and provide coaching

  Safe

  At Risk

  N/A

• Role model HSEQ Commitment - recognize positive behaviours.

Close-out

• Thank the participants for their time

• Review work completed against documented requirements

• Identify gaps or improvements

  Select Yes No N/A

  • Yes
  • No
  • N/A

• Document gap / improvement

• Wait for an opportunity to engage the INDIVIDUAL

• Spend some time in a general chat

• Activity observed - GENERAL

• Observe an INDIVIDUAL and determine if there is an opportunity for <br>Positive recognition<br>or <br>Coaching for Improvement?

  Positive Recognition

  Coaching for improvement

• Activity observed - Specific - 1 element of the activity that was particularly well done

• Ask the INDIVIDUAL why they chose to do the task this way Active listening - the Coach may learn

• Ask the INDIVIDUAL what the consequences of continuing to do the task this way might be Active listening - the Coach may learn

• Reinforce behaviour - appreciate thank INDIVIDUAL for their behaviour Is this an opportunity for a stop-and-seek or further reinforcement?

• Re-set re-focus Allow the INDIVIDUAL to re-focus before re-commencing their task

• Observe behaviour - what is the INDIVIDUAL doing that is less safe

• Ask the individual for their reason for acting unsafely Have they been set up to fail? Have we provided the tools and training? Time pressure (real or perceived)?

• Ask the individual what the consequence of this unsafe behaviour might be What could they do differently How could we help?

• Agree on new behaviour

• Allow them time to re-focus and re-set prior to returning to work

• PPPA is a method of verifying our processes meet worker requirements as well as verifying workers understand and follow processes correctly.
  It is an opportunity to improve both the process and its execution.
  It is an excellent coaching, training, and continual improvement tool.

• Open the process playbook and observe a worker conducting a process

• Conduct a Practical Assessment on the process from inside the Process Playbook

  

• Does the process meet requirements?

• Does the worker follow the process?

• Can the process be improved?

  Yes

  No